Modera Wealth Management, LLC

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
607
Total Value
7392328495
Accession Number
0001398344-25-008976
Form Type
13F-HR
Manager Name
Modera Wealth Management, LLC
Data Enrichment
71% identified
428 identified179 unidentified

Holdings

607 positions
Manager:
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Page 23 of 31
CITIGROUP INC
Shares:
6932(-9.2%)
Value:
$492.1M(-8.4%)
46436E866
Shares:
21007(+144.2%)
Value:
$490.9M(+144.8%)
GILEAD SCIENCES, INC.
Shares:
4368(-13.0%)
Value:
$489.5M(+5.5%)
97717W307
Shares:
6166(+0.0%)
Value:
$489.4M(+2.0%)
464287242
Shares:
4488(+2.2%)
Value:
$487.9M(+3.9%)
921932828
Shares:
4906(+0.0%)
Value:
$473.5M(-9.0%)
ROLLINS INC
Shares:
8755(-3.4%)
Value:
$473.0M(+12.6%)
46435G102
Shares:
5591(-1.9%)
Value:
$467.5M(-3.4%)
TotalEnergies SE
Shares:
7188(-23.2%)
Value:
$465.0M(-8.9%)
SHERWIN WILLIAMS CO
Shares:
1318(-8.8%)
Value:
$460.2M(-6.3%)
ALLSTATE CORP
Shares:
2207(-15.6%)
Value:
$456.9M(-9.4%)
OLD DOMINION FREIGHT LINE, INC.
Shares:
2736(-4.9%)
Value:
$452.6M(-10.8%)
Bank of New York Mellon Corp
Shares:
5206(-18.4%)
Value:
$436.6M(-10.9%)
45782C540
Shares:
11531(+0.0%)
Value:
$433.6M(-2.1%)
RPM INTERNATIONAL INC/DE/
Shares:
3737(-5.1%)
Value:
$432.3M(-10.8%)
VERISIGN INC/CA
Shares:
1688(-3.0%)
Value:
$428.5M(+19.0%)
Shell plc
Shares:
5779(-1.4%)
Value:
$423.5M(+15.3%)
Uber Technologies, Inc
Shares:
5805(+4.0%)
Value:
$423.0M(+25.7%)
AMERICAN TOWER CORP /MA/
Shares:
1941(-0.3%)
Value:
$422.4M(+18.3%)
46641Q332
Shares:
7222
Value:
$412.7M